SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,866,382 | -6.2% | 16,228 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $1,989,229 | -4.6% | 16,228 | -3.7% | 0.04% | -10.3% |
| Q1 2023 | $2,085,008 | -1.8% | 16,854 | -0.7% | 0.04% | -4.9% |
| Q4 2022 | $2,122,992 | +26.2% | 16,969 | +12.5% | 0.04% | +13.9% |
| Q3 2022 | $1,682,000 | -3.3% | 15,089 | +3.0% | 0.04% | -2.7% |
| Q2 2022 | $1,739,000 | -7.3% | 14,644 | 0.0% | 0.04% | +8.8% |
| Q1 2022 | $1,876,000 | +3.9% | 14,644 | +4.7% | 0.03% | +13.3% |
| Q4 2021 | $1,806,000 | +9.9% | 13,984 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $1,644,000 | -0.3% | 13,984 | +3.7% | 0.03% | -9.4% |
| Q2 2021 | $1,649,000 | +724.5% | 13,484 | +693.2% | 0.03% | +700.0% |
| Q1 2021 | $200,000 | -24.5% | 1,700 | -41.6% | 0.00% | -42.9% |
| Q2 2020 | $265,000 | +13.7% | 2,912 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $233,000 | -25.6% | 2,912 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $313,000 | +4.7% | 2,912 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $299,000 | +40.4% | 2,912 | +14.7% | 0.01% | +14.3% |
| Q2 2016 | $213,000 | +4.9% | 2,538 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $203,000 | – | 2,538 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |